Cresset Asset Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Cresset Asset Management’s Portfolio VOT Stock Details VOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,700	Closed	-$475K	–	1798
2025 Q4	$475K	Buy	+1,700	New	+$487K	﹤0.01%	1094

Other funds holding VOT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Cresset Asset Management's VOT Position: Q1 2026 in Review

Cresset Asset Management reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 18% in Q1 2026, selling an estimated $559K and leaving 9,045 shares worth $2.33M. The position accounts for 0.01% of the portfolio, ranked #526.

Cresset Asset Management first reported a position in VOT in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.07M in Q3 2024. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

Cresset Asset Management held 9,045 shares of Vanguard Mid-Cap Growth ETF worth $2.33M as of Q1 2026.
Cresset Asset Management sold 2,038 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $559K.
Vanguard Mid-Cap Growth ETF made up 0.01% of Cresset Asset Management's portfolio in Q1 2026, its #526 holding.
Cresset Asset Management first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2021 and has held it in 18 quarters since.
Cresset Asset Management's Vanguard Mid-Cap Growth ETF position peaked at $4.07M in Q3 2024.
1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.